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Printing Invoices for multiple records RRS feed

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    Hi everyone,

    I am trying to figure out a way to utilize the "Invoice" report which comes built-in to CRM.  I want to somehow use that same report in order to print a batch of invoices for Accounts.  For example, say I have five accounts and one invoice for each one.  How would I go about printing out the invoices in a report for all of those records?  Thanks for your insight

    http://radiateeverything.blogspot.com/
    Friday, August 26, 2011 6:51 PM

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    I believe, you already know that you can go in list of invoices and select the all 5 invoices and run the report to print the selected invoices.

    If you want to print invoices from account entity then you need to modify the report to make it run on the account entity and then get the latest invoice of the invoice through query and run the report on that invoice. The assumption is that when you run report from account, it is supposed to print the newest invoice of the account. You need to know how to modify SSRS reports in report designer.

    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    Sunday, August 28, 2011 2:43 PM
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    I believe, you already know that you can go in list of invoices and select the all 5 invoices and run the report to print the selected invoices.

    If you want to print invoices from account entity then you need to modify the report to make it run on the account entity and then get the latest invoice of the invoice through query and run the report on that invoice. The assumption is that when you run report from account, it is supposed to print the newest invoice of the account. You need to know how to modify SSRS reports in report designer.

    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    Sunday, August 28, 2011 2:43 PM
    Moderator
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    Similar question, if I have an SSRS Report (which runs against User entity) which has parameters (User name, start date, end date) how would I print multiple user reports?  When I select the users and go to run report, it only brings up a single report to run.  Any ideas appreciated.

    Ken

    Ken Compter

    Monday, March 5, 2012 4:37 PM
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    Sounds like you should look at adding the CRMAF_ prefix to your table alias.  That is the "auto filter" option which allows you to run reports on selected records
    Tuesday, March 6, 2012 3:50 AM
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    Thanks Chris, did not think of that, will give it a try.

    Ken

    Ken Compter

    Tuesday, March 6, 2012 11:46 AM